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Mosaic Advisors LLC: VIG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mosaic Advisors LLC on VIG, newest first. How the timeline and the estimate are built.

Mosaic Advisors LLC held 17,406 VIG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,406 shares
    Change vs previous 13F -5,506 shares

    5.53% of the 13F portfolio, value $4,118,611.

    13F-HR 0001808523-26-000004 filed by Mosaic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 22,912 shares
    Change vs previous 13F +6,566 shares

    7.81% of the 13F portfolio, value $5,197,188.

    13F-HR 0001808523-26-000002 filed by Mosaic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 16,346 shares
    Change vs previous 13F -1,013 shares

    6.93% of the 13F portfolio, value $3,592,451.

    13F-HR 0001808523-26-000001 filed by Mosaic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 17,359 shares
    Change vs previous 13F -170,495 shares

    9.08% of the 13F portfolio, value $3,745,875.

    13F-HR 0001808523-25-000008 filed by Mosaic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 187,854 shares
    Change vs previous 13F -6,382 shares

    56.45% of the 13F portfolio, value $38,448,102.

    13F-HR 0001808523-25-000007 filed by Mosaic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 194,236 shares
    Change vs previous 13F -14,494 shares

    56.72% of the 13F portfolio, value $37,679,931.

    13F-HR 0001808523-25-000004 filed by Mosaic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 208,730 shares
    Change vs previous 13F -3,331 shares

    48.01% of the 13F portfolio, value $40,875,525.

    13F-HR 0001808523-25-000001 filed by Mosaic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 212,061 shares
    Change vs previous 13F not available

    32.15% of the 13F portfolio, value $42,000,739.

    13F-HR 0001808523-24-000007 filed by Mosaic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).